Patrick Dillon

Employer firm

New Edge Wealth CRD 307771

$19.9B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 05/2018
  Royal Alliance & Associates
  New York, NY
• 05/2018 → 05/2018
  Royal Alliance
  New York, NY
• 05/2018 → 11/2019
  Jp Morgan Securities, Llc
  New York, NY
• 05/2018 → 11/2019
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 11/2019 → 07/2025
  Morgan Stanley
  New York, NY
• 07/2025 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 07/2025 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2020-01-13 → 2025-08-11
  Morgan Stanley
  New York, NY
  Purchase, NY
• 2018-06-02 → 2019-12-04
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
• 2013-11-13 → 2018-06-01
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2013-10-28

Other Names

• Patrick Dillon
• Patrick Michael Dillon